This policy describes how eTrustFinancial (“we”, “us”) handles personal information submitted through etrustfinacial.net and related client channels.
Information we collect
We collect identity and contact details you provide on account, loan and enquiry forms; technical data such as browser type; and records of correspondence with the Miami desk.
How we use it
- To open and administer investment or credit relationships
- To complete identity, fraud and sanctions checks
- To send market briefings you subscribed to
- To meet legal and record-keeping duties
Sharing
We share data with custodians, banks, payment rails and professional advisers only as needed to serve the mandate or as required by law. We do not sell personal information.
Retention and rights
Records are kept for as long as the relationship lasts and for statutory periods afterwards. You may request access or correction by emailing privacy@etrustfinacial.net.
Contact
eTrustFinancial, 333 SE 2nd Avenue, Suite 20, Miami, FL 33131, USA. Telephone +1 (646) 314-2463.